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Get Institutions for : 
Dfa Dimensional Core Fixed Income Etf (DFCF)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 244    27
Total shares held : 
 64,311,913  
% of shares held : 
 71.46%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   102  
Amount of shares held : 
 9,625,046  
% of shares held change : 
   10.69%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
43
 4,924,699
 7.66%
 
Increased Positions :
123
 8,726,389
 13.57%
 
Unchanged Positions :
30
 4,657,755
 7.24%
 
Decreased Positions :
48
-3,487,899
-5.42%
 
Closed Positions :
16
-538,143
-0.84%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   TRUEPOINT, INC. 2 - 2024-03-31 9,939,422 $416,959,000 606,878
   HBK SORCE ADVISORY LLC 3 - 2024-03-31 6,953,343 $291,693,000 303,687
   Beaird Harris Wealth Management LLC 1 - 2024-03-31 2,625,985 $110,160,000 123,431
   WPWealth LLP 1 - 2024-03-31 2,269,704 $95,214,000 208,524
   Resources Investment Advisors Inc. 12 - 2024-03-31 1,876,728 $78,729,000 501,419
   DiNuzzo Private Wealth Inc. 3 - 2024-03-31 1,743,978 $73,160,000 88,760
   BAKER AVENUE ASSET MANAGEMENT, LP 8 - 2024-03-31 1,739,028 $72,952,000 75,833
   Pathstone Holdings LLC 49 - 2024-03-31 1,659,542 $69,616,000 29,000
   Great Waters Wealth Management 3 - 2024-03-31 1,508,421 $63,278,000 249,298
   HIGHTOWER ADVISORS, LLC 238 - 2024-03-31 1,330,924 $55,833,000 824,865
   Core Wealth Management Inc. 3 - 2024-03-31 1,226,303 $51,443,000 287,440
   Apella Capital LLC 9 - 2024-03-31 1,184,046 $49,375,000 34,200
   MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 3 - 2024-03-31 1,017,586 $42,688,000 66,679
   LPL FINANCIAL CORP 673 - 2024-03-31 849,067 $35,618,000 451,718
   SAX WEALTH ADVISORS LLC 7 - 2024-03-31 845,322 $35,461,000 326,410
   PURE FINANCIAL ADVISORS, INC. 20 - 2024-03-31 807,279 $33,865,000 28,564
   Annandale Capital LLC 2 - 2024-03-31 774,131 $32,475,000 32,674
   Ullmann Financial Group Inc. 6 - 2024-03-31 768,858 $32,254,000 36,817
   Creative Capital Management Investments LLC 3 - 2024-03-31 702,028 $29,450,000 68,533
   Grunden Financial Advisory Inc. 2 - 2024-03-31 684,885 $28,731,000 10,003
   Integrated Wealth Concepts LLC 32 - 2024-03-31 684,047 $28,696,000 47,157
   Rather & Kittrell Inc. 3 - 2024-03-31 650,640 $27,294,000 122,173
   PHILLIPS FINANCIAL MANAGEMENT LLC 14 - 2024-03-31 646,207 $27,108,000 108,643
   SRS Capital Advisors Inc. 7 - 2024-03-31 631,253 $26,481,000 26,818
   Betterment LLC 60 - 2024-03-31 583,236 $24,467,000 319,255
   Root Financial Partners LLC 4 - 2024-03-31 566,125 $23,749,000 33,563
   Dynamic Advisors Solutions LLC 18 - 2024-03-31 551,660 $23,142,000 75,797
   Relaxing Retirement Coach 5 - 2023-06-30 549,901 $22,947,000 82,857
   TRIAD FINANCIAL ADVISORS INC. 4 - 2023-09-30 529,012 $21,356,000 230,200
   GREAT OAK CAPITAL PARTNERS LLC 2 - 2024-03-31 505,052 $21,187,000 46,299
   BCR Wealth Strategies LLC 3 - 2024-03-31 488,569 $20,496,000 747
   Beacon Pointe Advisors LLC 109 - 2024-03-31 470,424 $19,734,000 66,107
   DecisionPoint Financial LLC 5 - 2024-03-31 466,936 $19,107,000 35,143
   Spinnaker Investment Group LLC 6 - 2024-03-31 454,688 $19,074,000 42,361
   Hemington Wealth Management 4 - 2024-03-31 441,011 $18,501,000 46,808
   Rise Advisors LLC 3 - 2024-03-31 429,904 $18,034,000 14,025
   CI Private Wealth LLC 422 - 2024-03-31 397,372 $16,670,000 18,959
   Graves-Light Private Wealth Management Inc. 17 - 2024-03-31 383,151 $16,073,000 71,913
   J P MORGAN CHASE & CO 1789 - 2024-03-31 381,817 $16,017,000 24,058
   BetterWealth LLC 6 - 2024-03-31 367,135 $15,401,000 14,987
   Tillman Hartley LLC 6 - 2024-03-31 323,664 $13,578,000 1,124
   Krilogy Financial LLC 21 - 2024-03-31 310,716 $13,035,000 20,614
   CLIENT 1ST ADVISORY GROUP LLC 5 - 2024-03-31 307,336 $12,893,000 24,274
   LIBERTY WEALTH MANAGEMENT LLC 10 - 2024-03-31 293,323 $12,305,000 1,317
   CITADEL ADVISORS LLC 1152 - 2024-03-31 276,054 $11,580,000 276,054
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 434 - 2024-03-31 272,792 $11,444,000 61,944
   FirstPurpose Wealth LLC 4 - 2024-03-31 263,609 $10,874,000 26,446
   ASSET PLANNING CORPORATION 4 - 2024-03-31 257,293 $10,793,000 69,727
   PBMares Wealth Management LLC 10 - 2024-03-31 254,247 $10,666,000 82,760
   New Capital Management LP 8 - 2024-03-31 245,723 $10,308,000 14,151
   WMS PARTNERS, LLC 25 - 2024-03-31 230,649 $9,676,000 2,420
   Goss Wealth Management LLC 240 - 2024-03-31 219,366 $9,202,000 91,040
   Pioneer Wealth Management Group 7 - 2024-03-31 215,981 $9,060,000 215,981
   Vestmark Advisory Solutions Inc. 59 - 2024-03-31 209,455 $8,787,000 6,797
   Heritage Wealth Management Inc./Texas 6 - 2024-03-31 198,359 $8,321,000 14,171
   Sowell Financial Services LLC 59 - 2024-03-31 196,978 $8,263,000 8,113
   ROYAL BANK OF CANADA 1605 - 2024-03-31 196,322 $8,236,000 101,731
   LEGACY FINANCIAL GROUP INC. 12 - 2024-03-31 188,023 $7,888,000 34,548
   SUTTON PLACE INVESTORS LLC 3 - 2024-03-31 186,925 $7,842,000 116,260
   Essential Planning LLC. 5 - 2024-03-31 183,600 $7,785,000 1,542
   Chicago Partners Investment Group LLC 73 - 2024-03-31 184,203 $7,558,000 14,918
   SJS Investment Consulting Inc. 9 - 2024-03-31 179,573 $7,533,000 12,117
   Meredith Wealth Planning 9 - 2024-03-31 175,272 $7,353,000 24,277
   Concord Wealth Partners 19 - 2024-03-31 167,837 $7,041,000 2,729
   SageView Advisory Group LLC 38 - 2024-03-31 165,399 $6,938,000 165,399
   COLLECTIVE FAMILY OFFICE LLC 13 - 2024-03-31 163,671 $6,866,000 36,420
   Hutchens & Kramer Investment Management Group LLC 4 - 2024-03-31 147,515 $6,153,000 11,383
   Physician Wealth Solutions Inc. 9 - 2024-03-31 137,216 $5,756,000 47,741
   BCU Wealth Advisors LLC 4 - 2024-03-31 131,069 $5,498,000 24,404
   WEALTHSPAN PARTNERS LLC 6 - 2024-03-31 129,686 $5,440,000 13,072
   Garrett Investment Advisors LLC 34 - 2024-03-31 127,440 $5,346,000 3,572
   Blume Capital Management Inc. 31 - 2024-03-31 125,950 $5,284,000 1,770
   Acorn Wealth Advisors LLC 5 - 2024-03-31 123,254 $5,171,000 35,268
   Alpha Financial Advisors LLC 11 - 2024-03-31 117,210 $4,917,000 11,176
   BB&T CORP 881 - 2024-03-31 117,083 $4,912,000 77,126
   Plan Group Financial LLC 13 - 2024-03-31 102,188 $4,287,000 13,343
   Applied Capital LLC 10 - 2024-03-31 101,685 $4,266,000 10,604
   Midwest Heritage Bank FSB 16 - 2024-03-31 99,219 $4,162,000 16,438
   Crown Wealth Group LLC 12 - 2024-03-31 97,143 $4,075,000 6,838
   KC Investment Advisors LLC 7 - 2024-03-31 96,159 $4,034,000 734
   Vermillion & White Wealth Management Group LLC 9 - 2024-03-31 94,904 $3,981,000 5,613
   RAYMOND JAMES & ASSOCIATES 1745 - 2024-03-31 93,389 $3,918,000 57,782
   LINCOLN NATIONAL CORP 192 - 2024-03-31 93,228 $3,911,000 3,000
   NORTHWEST WEALTH MANAGEMENT LLC 23 - 2024-03-31 90,600 $3,801,000 8,539
   Stratos Wealth Partners LTD. 287 - 2024-03-31 89,792 $3,767,000 19,090
   Regal Wealth Group Inc. 15 - 2023-12-31 87,646 $3,686,000 3,329
   Safeguard Investment Advisory Group LLC 12 - 2024-03-31 86,420 $3,625,000 13,683
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 933 - 2024-03-31 85,018 $3,567,000 26,153
   LVZ Advisors Inc. 15 - 2024-03-31 80,487 $3,376,000 4,811
   ERn Financial LLC 45 - 2024-03-31 79,185 $3,322,000 16,117
   Abel Hall LLC 8 - 2024-03-31 78,936 $3,311,000 2,297
   PFG Advisors 109 - 2024-03-31 77,587 $3,255,000 211
   Herold Advisors Inc. 32 - 2024-03-31 77,177 $3,238,000 67,066
   Bay Harbor Wealth Management LLC 25 - 2024-03-31 72,830 $3,055,000 9,634
   UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 5 - 2024-03-31 72,231 $3,030,000 1,629
   Farther Finance Advisors LLC 103 - 2024-03-31 70,569 $2,943,000 14,416
   Relative Value Partners Group LLC 96 - 2024-03-31 62,026 $2,639,000 4,511
   Steward Partners Investment Advisory LLC 492 - 2024-03-31 62,307 $2,614,000 2,327
   Saxony Capital Management LLC 9 - 2024-03-31 58,564 $2,457,000 5,072
   Heritage Investment Group Inc. 22 - 2024-03-31 58,555 $2,456,000 2,583
  100 Records found
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